Colin Fenton
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HOUSE_OVERSIGHT_026575.jpg
A J.P. Morgan 'Global Asset Allocation' report dated November 9, 2012, authored by Jan Loeys. The document analyzes market reactions to the US 'fiscal cliff' and Obama's re-election, recommending specific currency trades (short USD/JPY) and commodities positions (long gold). It also discusses Chinese economic data and growth projections. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was part of a document production for a congressional investigation, likely regarding J.P. Morgan's client relations.
J.p. morgan financial research report / newsletter
2025-11-19
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